Providing bespoke, hands on compliance and training solutions to the General Insurance Industry
On site training courses
Minimise disruption to your office while training is undertaken
Training is an important and integral part of your staff working day under FCA regulation. We are able to offer on site courses to minimise disruption to your office while training is undertaken. We can help you source the best training package for your firm and help you implement and monitor the system.
Many Brokers still find a formal training programme difficult to integrate into their business, so we have the following courses are available, and are usually conducted in half day seminars to enable you to conduct training while ensuring your customers are not left out while this is being done!
We will also ensure staff are provided with ‘Attendance Certificates’ so they can record the training in their CPD logs.
FCA Refresher Training
FCA Induction Training
Anti-Bribery & Corruption
Approved Persons Training
TCF/Conflicts of Interest
Principles of Insurance
Insurance Act 2015
Strategic Business Planning
This list is continuing to grow as we offer more courses to meet our client’s demands.
As part of a firms ongoing T & C Commitments, all staff involved in a regulated activity should be reviewed to ensure they are competent at least once a year.
We are able to provide you with technical tests for your staff to undertake, as well as conducting observations of your staff to ensure they are also performing in the other areas such as treating customers fairly.